BARNES FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARNES FOUNDATION (EIN 23-6000149)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-24
- IRS object ID
- 202630559349301018
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-24T10:49:07-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236000149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARNES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 2152787000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYANNE MURPHY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2152787000 | PhoneNum |
| Signature | 2026-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2026-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS COLLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $173,794,922 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARNESFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE THE ADVANCEMENT OF EDUCATION AND THE APPRECIATION OF THE FINE ARTS AND HORTICULTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 267 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $1,906,224 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,704,304 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,191,732 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,945,228 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,865,906 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,724,901 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,216,470 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,283,426 | PYOtherRevenueAmt |
| CY Other Revenue | $2,475,606 | CYOtherRevenueAmt |
| PY Total Revenue | $26,657,859 | PYTotalRevenueAmt |
| CY Total Revenue | $33,749,714 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $291,283 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $89,520 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,459,734 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,114,733 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,766,617 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,272,603 | PYOtherExpensesAmt |
| CY Other Expenses | $14,869,287 | CYOtherExpensesAmt |
| PY Total Expenses | $32,023,620 | PYTotalExpensesAmt |
| CY Total Expenses | $30,073,540 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,365,761 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,676,174 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $235,569,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,672,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,322,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,644,259 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $233,246,639 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $245,027,793 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE ADVANCEMENT OF EDUCATION AND THE APPRECIATION OF THE FINE ARTS AND HORTICULTURE. TO MAINTAIN AN ART GALLERY CONTAINING WORKS OF ANCIENT TO MODERN ART. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,774,076 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,482,220 | RevenueAmt |
| Desc | VISITOR EXPERIENCE - THE BARNES FOUNDATION PRESENTS A DYNAMIC PROGRAM OF PERMANENT AND TEMPORARY EXHIBITS WITH SPECIAL EXHIBITIONS EXPANDING UPON THE PERMANENT COLLECTION AND CREATING FRESH OPPORTUNITIES FOR VISITOR ENGAGEMENT. FY25 FEATURED THE EXHIBITIONS MATISSE & RENOIR: NEW ENCOUNTERS AT THE BARNES, VISIONS, MICKALENE THOMAS: ALL ABOUT LOVE, CECILY BROWN: THEMES AND VARIATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,410,017 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH AND COLLECTION - THE BARNES ART COLLECTION IS COMPRISED OF OVER 8,000 WORKS OF FINE AND DECORATIVE ARTS, INCLUDING PAINTINGS, FRAMES, WORKS ON PAPERS, FURNITURE AND DECORATIVE METALWORK. THE BARNES ENGAGES IN ACTIVE STEWARDSHIP THROUGH COLLECTION CARE, CONSERVATION AND RESEARCH OF ITS PERMANENT COLLECTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,571,224 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $532,242 | RevenueAmt |
| Desc | EDUCATION AND COMMUNITY PROGRAMS - THE BARNES CONTINUES TO BUILD ON THE FOUNDING PRINCIPAL OF MAKING ART AND CULTURAL LEARNING ACCESSIBLE TO ALL. ADULT EDUCATION CLASSES, SCHOOL PROGRAMS AND COMMUNITY ENGAGEMENT ARE AMONG THE DIVERSE ONSITE AND OFFSITE PROGRAMING OFFERED THROUGH THE YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,674,730 | ExpenseAmt |
| Grant | $89,520 | GrantAmt |
| Revenue | $851,444 | RevenueAmt |
| Desc | SHOP & FOOD SERVICE OPERATIONS ENHANCE THE VISITOR EXPERIENCE AND EXTENDS THEIR LEARNING THROUGH OUR SELECTION OF EDUCATIONAL BOOKS AND REPRODUCTIONS. CAMPUS OPERATIONS PROVIDE A CLEAN, SAFE ENVIRONMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,674,730 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $89,520 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $851,444 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,430,047 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 183 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 267 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYANNE MURPHY | PersonNm |
| Phone | 2152787000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AILEEN KENNEDY ROBERTS | ||||||||
| CHAIR, TRUSTEE | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN R ALCHIN | ||||||||
| VICE CHAIR, TRUSTEE | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THE HON JACQUELINE F ALLEN | ||||||||
| SECRETARY, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID A FLEISCHNER | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN J AGLIALORO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARMANDO I BENGOCHEA PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELDON M BONOVITZ ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA BUNDY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY CAVANAGH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY E DEAVENS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY A HONICKMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE HUGHES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H MCFADDEN ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH NEUBAUER | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE POGGI PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS COLLINS | ||||||||
| EXECUTIVE DIRECTOR & PRESIDENT | 40.00 | Yes (X) | $630,263 | $0 | $26,082 | |||
| SARA GEELAN | ||||||||
| DEP DIR, GEN COUNSEL, SECRETARY | 40.00 | Yes (X) | $290,171 | $0 | $22,848 | |||
| MARYANNE MURPHY | ||||||||
| CFO, ASST. TREASURER | 40.00 | Yes (X) | $231,839 | $0 | $16,133 | |||
| NINA DIEFENBACH | ||||||||
| DEP DIR FOR ADVANCEMENT | 40.00 | $339,420 | $0 | $27,609 | Yes (X) | |||
| WILLIAM CARY | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $327,630 | $0 | $15,078 | Yes (X) | |||
| NANCY IRESON PHD | ||||||||
| DEP DIR FOR COLLECTIONS | 40.00 | $238,372 | $0 | $16,139 | Yes (X) | |||
| STEVEN BRADY | ||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | $218,049 | $0 | $24,837 | Yes (X) | |||
| VINCE D'ANTONIO | ||||||||
| SR DIR OF OPS & GROUNDS | 40.00 | $214,457 | $0 | $11,744 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,490,201 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $160,470 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELLIOTT-LEWIS | |||||
| 2900 BLACK LAKE PLACE | PHILADELPHIA | PA | 19154 | BUILDING MAINTENANCE | $555,943 |
| CONSTELLATION CULINARY GROUP | |||||
| 667 N BROAD ST | PHILADELPHIA | PA | 19123 | CATERING | $501,251 |
| COASTAL CLOUD | |||||
| 1 HAMMOCK BEACH PKW SUITE 200 | PALM COAST | FL | 32137 | SALESFORCE IMPLEMENTATION | $403,853 |
| CLEAN TECH SERVICES INC | |||||
| 114 CHESTNUT ST 5TH FLOOR | PHILADELPHIA | PA | 19106 | CLEANING SERVICES | $364,602 |
| MINUTEMAN SECURITY TECHNOLOGIES INC | |||||
| 1 CONNECTOR ROAD | ANDOVER | MA | 01810 | SECURITY | $344,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $4,785,911 | MembershipDuesAmt |
| Fundraising | $970,709 | FundraisingAmt |
| Government Grants | $98,842 | GovernmentGrantsAmt |
| All Other Contributions | $14,336,270 | AllOtherContributionsAmt |
| Noncash Contributions | $2,627,602 | NoncashContributionsAmt |
| Total Contributions | $20,191,732 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 611610 | $2,482,220 | $2,482,220 |
| TCG ADMIN FEE | 900099 | $851,444 | $851,444 |
| EDUCATION & OUTREACH | 611600 | $532,242 | $532,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,865,906 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,793,444 | TotalRevenueColumnAmt |
| Exclusion | $3,793,444 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,541 | TotalRevenueColumnAmt |
| Exclusion | $52,541 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $142,400,199 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,977,173 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,423,026 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,423,026 | TotalRevenueColumnAmt |
| Exclusion | $3,423,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $64,187 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $970,709 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $309,477 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$245,290 | TotalRevenueColumnAmt |
| Exclusion | -$245,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,535,048 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $758,558 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $776,490 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $455,261 | UnrelatedBusinessRevenueAmt |
| Exclusion | $321,229 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| EVENTS & CATERING | 900099 | $1,450,963 | $1,450,963 | |
| GUEST AND EMPLOYEE PARKING | 900099 | $188,909 | $188,909 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $251,993 | TotalRevenueColumnAmt |
| Exclusion | $251,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,891,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,749,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,865,906 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,906,224 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,785,852 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,520 | TotalAmt |
| Program Services | $74,520 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,511 | TotalAmt |
| Management And General | $1,249,511 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,136,175 | TotalAmt |
| Program Services | $7,831,941 | ProgramServicesAmt |
| Management And General | $1,460,490 | ManagementAndGeneralAmt |
| Fundraising | $1,843,744 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,840 | TotalAmt |
| Program Services | $196,878 | ProgramServicesAmt |
| Management And General | $38,969 | ManagementAndGeneralAmt |
| Fundraising | $46,993 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,119 | TotalAmt |
| Program Services | $1,017,132 | ProgramServicesAmt |
| Management And General | $292,205 | ManagementAndGeneralAmt |
| Fundraising | $242,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,088 | TotalAmt |
| Program Services | $568,326 | ProgramServicesAmt |
| Management And General | $190,106 | ManagementAndGeneralAmt |
| Fundraising | $135,656 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,100 | TotalAmt |
| Management And General | $66,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,482 | TotalAmt |
| Management And General | $310,482 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,182,332 | TotalAmt |
| Program Services | $1,288,551 | ProgramServicesAmt |
| Management And General | $400,629 | ManagementAndGeneralAmt |
| Fundraising | $493,152 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,114,983 | TotalAmt |
| Program Services | $952,442 | ProgramServicesAmt |
| Management And General | $14,491 | ManagementAndGeneralAmt |
| Fundraising | $148,050 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,286 | TotalAmt |
| Program Services | $53,631 | ProgramServicesAmt |
| Management And General | $78,190 | ManagementAndGeneralAmt |
| Fundraising | $72,465 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,620 | TotalAmt |
| Program Services | $36,547 | ProgramServicesAmt |
| Management And General | $20,755 | ManagementAndGeneralAmt |
| Fundraising | $19,318 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,761,305 | TotalAmt |
| Program Services | $2,220,505 | ProgramServicesAmt |
| Management And General | $436,367 | ManagementAndGeneralAmt |
| Fundraising | $104,433 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,792 | TotalAmt |
| Program Services | $206,813 | ProgramServicesAmt |
| Management And General | $65,622 | ManagementAndGeneralAmt |
| Fundraising | $141,357 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,330 | TotalAmt |
| Program Services | $96,631 | ProgramServicesAmt |
| Management And General | $30,566 | ManagementAndGeneralAmt |
| Fundraising | $136,133 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837 | TotalAmt |
| Management And General | $837 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,540,482 | TotalAmt |
| Program Services | $5,540,482 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,684 | TotalAmt |
| Program Services | $514,684 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROCESSING FEES | $551,588 | $263,103 | $149,414 | $139,071 |
| ART HANDLING & SHIPPING | $520,768 | $463,331 | $1,298 | $56,139 |
| SUBSCRIPTIONS | $187,698 | $89,530 | $50,844 | $47,324 |
| BAD DEBT EXPENSE | $160,000 | $20,000 | $140,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,073,540 | TotalAmt |
| Program Services | $21,430,047 | ProgramServicesAmt |
| Management And General | $4,876,876 | ManagementAndGeneralAmt |
| Fundraising | $3,766,617 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,176 | BOYAmt |
| EOY | $1,710,195 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,324,081 | BOYAmt |
| EOY | $11,774,655 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,573 | BOYAmt |
| EOY | $338,083 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,501 | BOYAmt |
| EOY | $1,488,837 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,742 | BOYAmt |
| EOY | $2,190,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $151,312,669 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,947,075 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,504,060 | BOYAmt |
| EOY | $76,365,594 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,419,001 | BOYAmt |
| EOY | $120,426,969 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,485,524 | BOYAmt |
| EOY | $27,601,734 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,775,386 | BOYAmt |
| EOY | $5,775,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,569,044 | BOYAmt |
| EOY | $247,672,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,209 | BOYAmt |
| EOY | $1,941,028 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,196 | BOYAmt |
| EOY | $703,231 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,322,405 | BOYAmt |
| EOY | $2,644,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,932,111 | BOYAmt |
| EOY | $100,187,073 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,314,528 | BOYAmt |
| EOY | $144,840,720 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,246,639 | BOYAmt |
| EOY | $245,027,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,569,044 | BOYAmt |
| EOY | $247,672,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,676,174 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,104,980 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $54,810 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $54,810 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MEETINGS WITH CITY COUNCIL MEMBERS, STATE REPRESENTATIVES AND CITY ADMINISTRATION REPRESENTATIVES FOR CITY FUNDING FOR BUILDING ON CITY LAND, SUPPORT OF STATE GRANT APPLICATIONS, AND CONSULTANT FEES FOR MEETING ARRANGEMENTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,724,271 | BeginningYearBalanceAmt |
| Contributions | $8,546,578 | ContributionsAmt |
| Investment Earnings Or Losses | $14,997,998 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,438,561 | OtherExpendituresAmt |
| End Year Balance | $147,830,286 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,010,925 | BeginningYearBalanceAmt |
| Contributions | $4,980,286 | ContributionsAmt |
| Investment Earnings Or Losses | $14,636,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,903,754 | OtherExpendituresAmt |
| End Year Balance | $130,724,271 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,386,388 | BeginningYearBalanceAmt |
| Contributions | $1,725,201 | ContributionsAmt |
| Investment Earnings Or Losses | $8,559,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,660,000 | OtherExpendituresAmt |
| End Year Balance | $121,010,925 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $129,327,745 | BeginningYearBalanceAmt |
| Contributions | $9,015,647 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,178,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,779,000 | OtherExpendituresAmt |
| End Year Balance | $115,386,388 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,204,895 | BeginningYearBalanceAmt |
| Contributions | $10,765,474 | ContributionsAmt |
| Investment Earnings Or Losses | $15,531,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,171,724 | OtherExpendituresAmt |
| End Year Balance | $129,327,745 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11295 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88705 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,589 | OtherCostOrOtherBasisAmt |
| Book Value | $155,589 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,682,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,051,587 | DepreciationAmt |
| Book Value | $74,631,224 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,401,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,516,325 | DepreciationAmt |
| Book Value | $885,072 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,072,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,379,163 | DepreciationAmt |
| Book Value | $693,709 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,365,594 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $27,601,734 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,601,734 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,029,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,104,980 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,250,545 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $309,477 | OtherRevenueAmt |
| Revenue Not Reported | $9,665,002 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,364,712 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $310,482 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $74,520 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $385,002 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,749,714 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,248,560 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,250,545 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $309,477 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,560,022 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,688,538 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $310,482 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $74,520 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $385,002 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,073,540 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION OWNS A COLLECTION OF PAINTINGS, SCULPTURES, ANTIQUES AND OTHER OBJECTS OF ART. THE FOUNDATION HAS CAPITALIZED COLLECTION ITEMS PURCHASED DIRECTLY BY THE FOUNDATION AT COST, AND THOSE CONTRIBUTED OTHER THAN BY ITS FOUNDER AT THE FAIR MARKET VALUE ON THE DATE OF THE GIFT. SUBSTANTIALLY ALL OF THE COLLECTION OBJECTS WERE DONATED TO THE FOUNDATION BY ITS FOUNDER AND ARE RECORDED AT A $1 NOMINAL VALUE, IN ACCORDANCE WITH A RESOLUTION OF THE BOARD OF TRUSTEES AT THE TIME OF THE GIFT. THE FOUNDATION HAS DETERMINED THAT IT IS NOT PRACTICAL TO ESTABLISH A FAIR VALUE OF THE FOUNDER'S ORIGINAL CONTRIBUTION AS OF THE DATE OF THE GIFT BECAUSE RECORDS RELATING TO THE FAIR VALUE AT THE DATE OF CONTRIBUTION ARE UNRELIABLE OR DO NOT EXIST. |
| PART III, LINE 4: | THE BARNES ART COLLECTION IS COMPRISED OF OVER 8,000 WORKS OF FINE AND DECORATIVE ARTS, INCLUDING PAINTINGS, FRAMES, WORKS ON PAPERS, FURNITURE AND DECORATIVE METALWORK. THE COLLECTION DISPLAYED IN THE GALLERIES ARE AVAILABLE FOR VISITATION BY THE PUBLIC AND ARE ALSO USED TO CONDUCT EDUCATIONAL ACTIVITIES TO TEACH THE PRINCIPLES OF ART APPRECIATION ESTABLISHED BY ITS FOUNDER. |
| PART V, LINE 4: | THE INCOME FROM THE FOUNDATION'S PERMANENTLY RESTRICTED ENDOWMENT FUND IS INTENDED TO SUPPORT THE FOUNDATION'S PROGRAM OF COLLECTION CARE, SCHOLARLY ACTIVITIES, EDUCATION AND UNRESTRICTED OPERATING COSTS. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE, AND FILES FORM 990 FOR BOTH THE BARNES AND TRUSTEES OF CALDER GARDENS (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY FOR INFORMATION PURPOSES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON FEDERAL TAX RETURNS FOR THE LAST THREE YEARS FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING 309,477. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 74,520. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING 309,477. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 74,520. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BARNES FOUNDATION INCLUDES STATEMENTS IN ITS ADVERTISING THEIR COMMITMENT TO PROVIDING EQUAL OPPORTUNITIES AND A POLICY OF NONDISCRIMINATION ON THE BASES OF RACE, COLOR, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, RELIGION, CREED, NATIONAL OR ETHNIC ORIGIN, CITIZENSHIP STATUS, AGE, DISABILITY, VETERAN STATUS OR ANY OTHER LEGALLY PROJECT CLASS STATUS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ART BALL | Event1Nm |
| Gross Receipts Event1 | $1,034,896 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $970,709 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $64,187 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,406 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $180,777 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $120,270 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,024 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,034,896 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $970,709 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $64,187 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,406 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $180,777 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $120,270 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,024 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $309,477 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$245,290 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHYY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N SIXTH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231438083 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUMMER PODS COHORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 308 | RecipientCnt |
| Cash Grant | $74,520 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CRITERIA IS BASED ON THE SPECIFICATIONS OUTLINED BY THE DONOR ORGANIZATIONS. THE ORGANIZATION ACTED AS A PASSTHROUGH FOR THESE GRANTS FOR THE FISCAL YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS COLLINS | ||||||||||||||
| EXECUTIVE DIRECTOR & PRESIDENT | $555,263 | $0 | $75,000 | $0 | $0 | $0 | $9,944 | $0 | $16,138 | $0 | $656,345 | $0 | $0 | $0 |
| NINA DIEFENBACH | ||||||||||||||
| DEP DIR FOR ADVANCEMENT | $339,420 | $0 | $0 | $0 | $0 | $0 | $9,900 | $0 | $17,709 | $0 | $367,029 | $0 | $0 | $0 |
| WILLIAM CARY | ||||||||||||||
| CHIEF OPERATING OFFICER | $302,630 | $0 | $25,000 | $0 | $0 | $0 | $7,969 | $0 | $7,109 | $0 | $342,708 | $0 | $0 | $0 |
| SARA GEELAN | ||||||||||||||
| DEP DIR, GEN COUNSEL, SECRETARY | $290,171 | $0 | $0 | $0 | $0 | $0 | $7,988 | $0 | $14,860 | $0 | $313,019 | $0 | $0 | $0 |
| NANCY IRESON PHD | ||||||||||||||
| DEP DIR FOR COLLECTIONS | $238,372 | $0 | $0 | $0 | $0 | $0 | $7,203 | $0 | $8,936 | $0 | $254,511 | $0 | $0 | $0 |
| MARYANNE MURPHY | ||||||||||||||
| CFO, ASST. TREASURER | $231,839 | $0 | $0 | $0 | $0 | $0 | $7,179 | $0 | $8,954 | $0 | $247,972 | $0 | $0 | $0 |
| STEVEN BRADY | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $218,049 | $0 | $0 | $0 | $0 | $0 | $3,544 | $0 | $21,293 | $0 | $242,886 | $0 | $0 | $0 |
| VINCE D'ANTONIO | ||||||||||||||
| SR DIR OF OPS & GROUNDS | $214,457 | $0 | $0 | $0 | $0 | $0 | $5,610 | $0 | $6,134 | $0 | $226,201 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,627,602 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY WIPFLI LLC. THE INITIAL REVIEW IS PERFORMED BY THE CFO. FORM 990 IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW, AFTER A COMMENT PERIOD, FORM 990 IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO REQUIRING EACH TRUSTEE, OFFICER AND KEY EMPLOYEE TO MAKE A DISCLOSURE OF ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIP THAT COULD GIVE RISE TO A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, THE FOUNDATION'S CONFLICT OF INTEREST POLICY ALSO REQUIRES THE DISCLOSURE OF ANY CHANGE OF CIRCUMSTANCE THAT WOULD GIVE RISE TO CONFLICTS CONCERNS. MOREOVER, THE FOUNDATION HAS ADOPTED A WHISTLEBLOWER POLICY DESIGNED TO ENCOURAGE PROMPT DISCLOSURE BY TRUSTEES, OFFICERS AND EMPLOYEES OF ANY UNLAWFUL OR IMPROPER BEHAVIOR OR TRANSACTIONS, INCLUDING THOSE THAT RAISE POTENTIAL CONFLICT OF INTEREST CONCERNS. EACH YEAR ALL DIRECTORS, OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REMINDED OF THEIR OBLIGATIONS TO COMPLY WITH THE CONFLICT ON INTEREST POLICY AT THE ORGANIZATION'S ANNUAL MEETING AND PERIODICALLY AT OTHER TIMES DURING THE YEAR. IN ADDITION, THE BARNES TRAINED EMPLOYEES ON ETHICS AND THE PREVENTION OF WORKPLACE HARASSMENT, AND MAINTAINED A THIRD PARTY REPORTING SYSTEM TO ALLOW EMPLOYEES, CONTRACTORS, AND VOLUNTEERS TO ANONYMOUSLY REPORT INSTANCES OF HARASSMENT, SAFETY VIOLATIONS, BIAS, OR ANY OTHER CONCERN. TO DATE, NO REPORTS HAVE BEEN MADE IN THIS SYSTEM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BARNES FOUNDATION PERFORMS A REVIEW OF THE COMPENSATION AND BENEFITS PACKAGE (INCLUDING FRINGE, RETIREMENT AND SEVERANCE BENEFITS) FOR CERTAIN EMPLOYEES INCLUDING THE CEO ANNUALLY AND AT TIME OF HIRE. THIS REVIEW RELIES UPON COMPARABILITY DATA TO DETERMINE WHETHER THE COMPENSATION ARRANGEMENT IN ITS ENTIRETY IS REASONABLE. FOR THIS PURPOSE, APPROPRIATE AND RELEVANT INFORMATION INCLUDES COMPENSATION PAID BY SIMILARLY SITUATED TAX-EXEMPT AND TAXABLE ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. THIS REVIEW ALSO TAKES INTO ACCOUNT THE SIZE, REVENUE, GEOGRAPHIC LOCATION, STRUCTURE AND COMPLEXITY OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BARNES FOUNDATION'S BYLAWS, CHARTER, FINANCIAL STATEMENTS AND CERTAIN OTHER GOVERNING DOCUMENTS (E.G., CONFLICT OF INTEREST POLICY), ARE AVAILABLE FOR REVIEW UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF CALDER GARDENS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 BENJAMIN FRANKLIN PARKWAY | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852458469 | EIN |
| Primary Activities | TO RAISE FUNDS TO BUILD A FACILITY DEDICATED TO THE ART OF THE CALDER FAMILY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARNES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF CALDER GARDENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $851,444 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |